Alma
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1733 results found
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Provide a way to duplicate a terms of use
This is especially a pain point when you are starting in Alma. When libraries are tweaking circulation rules, often you need to create a new terms of use as part of that, but what you really are doing is taking an existing terms of use and setting a new one up in the same except for one or two policies that are different. Right now, you have to have the TOUs in different tabs to make sure all the right values are matching, when having the ability to copy and then edit an existing TOU would save a bunch of…
16 votes -
Add "Prefer Open Access resources" option on the Online Services Order page
Configuring the Online Services Order (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/090Discovery_Interface_Display_Logic/035ViewIt#Configuring_the_Order_of_Online_Services) includes several options, including an "Additional Preferences" section where one can choose whether or not to prioritize CZ collections, source service, ID based linking services, or prefer resources with a PO Line. However, there is no option for prioritizing OA resources. In order to allow libraries to make Open Access resources more readily available to end users, in this idea, I request that a preference be added to this list, "Prefer Open Access resources." Like the other "Additional Preferences" option, there would be a radio button to select "Yes" or "No." I…
9 votes -
Enhancing Alma with ERP System Integration for Streamlined Operations
Alma is a robust library management system, but its potential could be further maximized by integrating ERP (Enterprise Resource Planning) system functionalities. By incorporating ERP features, Alma could streamline financial management, procurement, and resource allocation across library operations. This integration would not only improve efficiency but also provide a unified platform for managing budgets, tracking expenditures, and optimizing resource allocation. Additionally, an ERP system could enhance reporting capabilities, offering deeper insights into library data that could inform strategic decision-making. This approach would position Alma as a more comprehensive tool, catering to the evolving needs of modern libraries.
ERP recommendation: https://www.impactfirst.co/id/erp/software-erp
1 vote -
Implement Automatic Upload of Electronic Holdings for Perlego eBooks
Implement auto holdings (autoholding, automatic upload of e-holdings) for Perlego eBooks.
This will allow for automatic update of the collection based on most recent institutional holdings file received from Perlego.
As is already available for ProQuest, Springer, Elsevier, Wiley, and other publishers.
22 votes -
Display Open Access Indicator based on Setting at the Portfolio Level
Currently, the Open Access (OA) indicator displays in Community Zone records when the record contains a 506 field with the following formatting:
506 0_ $f Unrestricted online access $2 star
Records in the Directory of Open Access Journals (DOAJ) collection are automatically enriched with this data, but not records in any other collection. The rationale is that the OA indicator may appear on records that are not available as OA in all collections, leading to a confusing display. However, this can lead to cases where institutions do have OA access, but cannot display the OA indicator.
To avoid both of…
183 votes -
Add Campus Name as a Field in the Course Reserves Subject Area
Currently, the only location option in the Course Reserves subject area is "Campuses Name and Participants." This field is made up of "The campus description and the number participants per campus." "Campuses Name and Participants" is misleading in that it pulls the campus description field, rather than the campus name field.
We would prefer a field that contains only the campus name, without using the description or the number of participants.
3 votes -
Add column options to 'Receive New Material' / receiving dashboard
Add more column options to the 'Receive New Material' page / receiving dashboard: expected receipt date and vendor name. Others have previously suggested brief level and item policy.
5 votes -
License Terms
Allow for users room to add institution specific license terms details as the ones provided are not always a good fit for the individual institutions needs.
6 votes -
SUSHI Havesting for Cabell's International
Cabell's International just updated SUSHI Harvesting for COUNTER 5.0 and 5.1. Please add as an authorized vendor for sushi harvesting in alma
1 vote -
Consistent use of first ISBN in MARC field 020 for electronic resources in Alma
Right now which ISBN is displayed/taken for export relating to e-resources is rather inconsistent in Alma:
.) In the results list of an All Titles search the first ISBN of MARC field 020 is displayed and subsequently used for Excel export.
.) In the results list of an Electronic Portfolio search the second ISBN of MARC field 020 is displayed (if there is one) and subsequently used for Excel export.
.) In the portfolio list of an electronic collection the second ISBN of MARC field 020 is displayed (if there is one).
.) On the portfolio tab of the Electronic…157 votes -
Optimizing Library Operations Through Alma API Integration
Hello everyone,
I am seeking expert guidance on effectively harnessing Alma’s API capabilities to elevate our library’s operational efficiency. As we strive to streamline processes and strengthen system integration, including mulesoft API integration. I am eager to learn from the collective wisdom of this community.
I am particularly interested in insights on:
Best Practices: Proven methods for seamlessly integrating Alma APIs with external systems to ensure optimal data flow and mitigate potential challenges.
Overcoming Obstacles: Common hurdles encountered during Alma API integration and successful strategies for resolution.
Performance Enhancement: Techniques and tools for optimizing Alma API performance, especially when…3 votes -
Alma Purchase Request Facets - filter by fiscal year
It would be helpful to have facets in the Alma Purchasing requests to be able to filter out orders by fiscal year. The fund codes connected to the orders have fiscal years attached to them. It would be helpful to only be able to see the orders that are within the current fiscal year and not every order ever entered.
4 votes -
Add Electronic Service Information Update Job
Electronic Portfolios and Electronic Collections each have an Information Update job in Alma. Electronic services need the same functionality because they are also affected in bulk by changes.
Job Name: Change Electronic service information
Job Description: Update Electronic service information for a set of Electronic services
Job Content Type: Electronic Service
Job Type: Information UpdateUse Case: ProQuest began requiring a value for the CLIENTID parameter in the Linking Parser Parameters section of all ProQuest electronic services. With over 50 ProQuest electronic collections activated, that meant that over 50 electronic services had to be manually edited one at a time…
45 votes -
Resource Sharing Loan Due Date
It would be ideal if a Loan Due Date could be a standardized length. Currently Loan Due Date= Due Date minus transit time and holdshelf. Often this results in an inconsistent length of time. This is most evident when loan periods are short. For example, if an item has a 14 day loan policy according to the Loan TOU, and the Lending Resource Sharing TOU Due Date is set at 21 days, the loan period could be 17 days.
We would prefer that Loan Due Dates follow the pattern:
If Loan TOU is shorter than {Due Date - Transit and…18 votes -
Corollary suggestion to "Copy POL data to new POL with different order line type"
I would like to see Rollover of POLs receive a new rollover rules-build.
It would be extremely helpful if POL rollover could be done ledger-by-ledger if desired.
In addition, I (and maybe others? vote for this!) would like an option for firm orders to roll ONLY if they're still 'open', i.e. not 'closed', and not 'invoiced' (is rollover of firm orders ordered, received, AND PAID in one fiscal year into the next EVER useful? I doubt it myself...). Voyager did something like this with firm order rollover. I can't remember whether its rules just made sense, or if I adjusted…
1 vote -
Sort Option for Data Start Date or Data End Date in SUSHI Area/Vendor Details
It would be helpful to add a sort option for the 'Data Start Date and Data End Date" when analysing SUSHI reports that have been uploaded to the vendor details area/profile. When doing a custom harvest or uploading data it would make it so easy to see what date ranges have been uploaded and/or harvested. There is already sort functionality for the file name, uploaded date, SUSHI account and others, please see screen shot. I honestly think this is too important not to have been considered.
1 vote -
rename "Draft" status during ledger rollover
When you run the "Rollover Ledgers" job, you can choose either "Draft" or "Active":
• If you choose "Draft," Alma creates a ledger with status "Inactive"
• If you choose "Active," Alma creates a ledger with status "Active""Draft" should be renamed "Inactive" in the ledger rollover menu because it creates an inactive ledger, not a draft ledger.
This is a problem because many staff mistakenly think choosing "Draft" will roll over the ledger in report mode. This is a reasonable assumption since report mode is available for PO line rollover.
2 votes -
Make physical item templates available in receiving workflow
The new physical item templates look super useful. However, the vast majority of our new items are added as part of our receiving workflow, so they do us little good currently. Can the physical item templates be made available as part of the receiving workflow?
124 votes -
Improve "Select all" search results selection
When running a search within Alma, we have the option to "Select All", at which point we can accomplish various tasks like "Push selected to MDE" (for a Physical Titles search), "Add to Itemized Set" and "Create Itemized Set" (for a Physical Items search), etc.
However, when clicking "Select All", this only selects the results on that page of results, which is capped at 50. If you create a search with many pages of results, you would have to take action on each page individually. Clicking "Select All" should actually select all results, not just the results on that page--or…
51 votes -
Implement Upload Electronic Holdings (Autoholdings) integration for Emerald
Implement Upload Electronic Holdings (Autoholdings) integration for Emerald, as is already available for ProQuest, Elsevier, Ovid, Springer, Project MUSE, JSTOR.
40 votes
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